@stocksharp/trading-controls 1.2.0 → 1.3.0

package/dist/esm/statistics-widget.js

@@ -0,0 +1,194 @@
+// Strategy statistics — multi-instance.
+//
+// A read-only table of everything a strategy reports about itself: net profit, drawdown, trade
+// counts, latencies. One row per parameter, grouped by the area it belongs to.
+//
+// The desktop grid derives its rows by reflecting over the strategy's statistic parameters, and
+// a browser has no equivalent - so the rows arrive from the consumer already resolved, name and
+// description translated, with the two things that decide where a row sits: a stable category
+// key and the registry order. Both matter. Grouping on the translated category would regroup
+// the table when the language changes, and sorting by name or by value would scatter parameters
+// that are read together.
+import { makeElement, makeIconButton, makePanelId, makePanelRoot } from './dom.js';
+import { ControlTypes } from './control-types.js';
+import { makeGridMenu } from './grid-menu.js';
+import { assertHost } from './trading-host.js';
+import { DataGrid } from '@stocksharp/grids/data-grid';
+/// Give every category the place of its first parameter.
+///
+/// Taken from the rows rather than assumed: the registry bands its orders by category today
+/// - profit below a hundred, trades from a hundred - but a consumer numbering them some
+/// other way still gets its groups in the order it asked for.
+function rank(rows) {
+    const first = new Map();
+    for (const row of rows) {
+        const seen = first.get(row.category);
+        if (seen === undefined || row.order < seen)
+            first.set(row.category, row.order);
+    }
+    return rows.map(row => ({ ...row, categoryRank: first.get(row.category) ?? row.order }));
+}
+export class StatisticsWidget {
+    static create(hostEl, state, deps) {
+        const host = assertHost(deps?.host, 'StatisticsWidget');
+        const root = StatisticsWidget._buildRoot(host);
+        root.id = makePanelId(StatisticsWidget.TYPE);
+        hostEl.appendChild(root);
+        return new StatisticsWidget(root, state || {}, deps);
+    }
+    // The panel's markup. No rail action but the export: a statistic is produced by the
+    // strategy and there is nothing here to cancel, reload or edit.
+    static _buildRoot(host) {
+        const title = host.t('Statistics');
+        return makePanelRoot('statistics-panel', title, [
+            makeElement('div', 'panel-header', {}, [
+                makeElement('span', '', {}, [title]),
+                makeIconButton('bt-icon-btn bt-icon-cancel panel-close-btn', host.t('ClosePanel'), 'bi-x', { type: 'button' }),
+            ]),
+            makeElement('div', 'panel-body panel-body-with-rail', {}, [
+                makeElement('div', 'panel-body-content', {}, [
+                    makeElement('table', 'terminal-table statistics-table', { role: 'table', 'aria-label': host.t('StatisticsList') }, [
+                        makeElement('thead', '', {}, []),
+                        makeElement('tbody', 'statistics-body', {}, []),
+                    ]),
+                ]),
+                makeElement('div', 'panel-rail', { role: 'toolbar', 'aria-label': host.t('StatisticsActions') }, [
+                    makeIconButton('bt-icon-btn panel-export-btn', host.t('ExportToExcel'), 'bi-file-earmark-spreadsheet', {}),
+                ]),
+            ]),
+        ]);
+    }
+    constructor(rootEl, _state, deps) {
+        this._host = assertHost(deps?.host, 'StatisticsWidget');
+        this.rootEl = rootEl;
+        this.el = this.rootEl.querySelector('.statistics-body');
+        this._closeBtn = this.rootEl.querySelector('.panel-close-btn');
+        this._exportBtn = this.rootEl.querySelector('.panel-export-btn');
+        this._rows = [];
+        this._closeBtn?.addEventListener('click', (e) => {
+            e.preventDefault();
+            this._host.close();
+        });
+        this._exportBtn?.addEventListener('click', (e) => {
+            e.preventDefault();
+            this._export();
+        });
+        const head = this.rootEl.querySelector('.statistics-table thead');
+        this._grid = head && this.el
+            ? new DataGrid({
+                head: head,
+                body: this.el,
+                columns: this._columns(),
+                // Not a sort the reader chose: the registry hands every parameter an order, and
+                // the bands it assigns are what puts profit above drawdown above trade counts.
+                defaultSort: { col: 'order', dir: 'asc' },
+                rowKey: (r) => String(r.key),
+                emptyText: this._host.t('NoStatistics'),
+                contextMenu: makeGridMenu(this._host),
+                // The groups sit where the registry order puts them, not where the
+                // alphabet would: profit, then trades, then positions, then orders.
+                groupOrder: 'rows',
+                selection: 'multi',
+            })
+            : null;
+        // Grouped on the key, never on the caption: the caption is translated and would
+        // regroup the table under the reader's language. Neither the key nor the order is a
+        // column anyone reads, so both are hidden - declared, so the grid can group and sort
+        // on them, and out of the way.
+        this._grid?.setState({ group: 'category', hidden: ['category', 'order'] });
+        this._host.register(this);
+    }
+    dispose() {
+        this._grid?.destroy();
+        this._host.unregister(this);
+        try {
+            this.rootEl.remove();
+        }
+        catch { /* already detached */ }
+    }
+    /// Show these statistics. The whole set at once: a strategy publishes its parameters as one
+    /// table and a row that vanished from it has stopped existing, not stopped changing.
+    update(rows) {
+        this._rows = rank(rows || []);
+        this._grid?.setRows(this._rows);
+    }
+    _export() {
+        this._grid?.download('statistics', this._host.t('Statistics'));
+    }
+    // Two visible columns and one that only groups. The order column is hidden as well: it
+    // decides the sort and means nothing to a reader.
+    _columns() {
+        const label = (key) => this._host.t(key);
+        return [
+            {
+                key: 'category',
+                header: label('Category'),
+                exportable: false,
+                // The group's place, not its name: groups are laid out in the order the
+                // registry gives their parameters, so profit comes before trade counts.
+                // Grouping on the name would order them alphabetically, and on the
+                // translated name would reorder them with the reader's language.
+                value: (r) => r.categoryRank,
+                text: (r) => r.categoryText || r.category,
+            },
+            {
+                key: 'order',
+                header: label('Order'),
+                exportable: false,
+                value: (r) => r.order,
+            },
+            {
+                key: 'name',
+                header: label('Name'),
+                exportable: true,
+                value: (r) => r.name,
+                bindCell: (td, r) => {
+                    if (r.description)
+                        td.setAttribute('title', r.description);
+                },
+            },
+            {
+                key: 'value',
+                header: label('Value'),
+                exportable: true,
+                cellClass: () => 'statistic-value',
+                // Sorts on the raw value so a number sorts as a number, reads as the text below.
+                value: (r) => r.value,
+                render: (r) => formatStatistic(r.value),
+                exportValue: (r) => r.value ?? '',
+            },
+        ];
+    }
+}
+StatisticsWidget.TYPE = ControlTypes.Statistics;
+/// A statistic as text.
+///
+/// Three shapes reach this: a number, a moment, and everything else. A number is rounded to two
+/// places and shown without trailing zeros - a profit of 11055.75 and a count of 1340 both read
+/// the way they are meant to. A moment is a date: these are run-level facts (the day of the
+/// maximum drawdown), and the hour would be noise. Anything with no value yet is a blank cell
+/// rather than a zero, which would read as a measured nothing.
+export function formatStatistic(value) {
+    if (value === null || value === undefined || value === '')
+        return '';
+    if (typeof value === 'number') {
+        if (!isFinite(value))
+            return '';
+        return String(Math.round(value * 100) / 100);
+    }
+    if (value instanceof Date)
+        return isoDate(value);
+    if (typeof value === 'string') {
+        // A date only when it is unambiguously one: a bare number in a string stays a number,
+        // and a name stays a name.
+        const at = /^\d{4}-\d{2}-\d{2}([T ]|$)/.test(value) ? new Date(value) : null;
+        if (at !== null && !isNaN(at.getTime()))
+            return isoDate(at);
+        return value;
+    }
+    return String(value);
+}
+function isoDate(at) {
+    return at.toISOString().slice(0, 10);
+}
+//# sourceMappingURL=statistics-widget.js.map

package/dist/esm/statistics-widget.js.map

@@ -0,0 +1 @@
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package/dist/esm/strategies-widget.js

@@ -0,0 +1,348 @@
+// Strategies dashboard — multi-instance.
+//
+// A row per strategy: what state it is in, what it is trading, what it has done, and the
+// controls to start it, stop it and flatten it. This is the panel a browser client exists for -
+// the strategies run on a server and the page is how someone reaches them.
+//
+// Three deliberate departures from the desktop version, each because copying it would carry a
+// defect across. Its Settings button is wired to a disabled command in both shipped hosts, so a
+// viewer sees a permanently dead control - that button is not here, and the rest are declared
+// through deps, so a host that cannot do a thing does not show a button for it. Its P&L
+// sparkline is filled green unconditionally, which paints a losing run in the winning colour;
+// here the curve is coloured by where the run ended. And its P&L change is measured from the
+// first non-zero P&L and never re-anchored, so a restarted strategy keeps measuring from before
+// the restart; here the consumer states the number it means.
+import { formatPnl, formatQty } from './formatters.js';
+import { makeElement, makeIconButton, makePanelId, makePanelRoot } from './dom.js';
+import { ControlTypes } from './control-types.js';
+import { makeGridMenu } from './grid-menu.js';
+import { assertHost } from './trading-host.js';
+import { drawPnlCurve, pnlCurve } from './pnl-curve.js';
+import { DataGrid } from '@stocksharp/grids/data-grid';
+/// The states a strategy moves through, as the wire spells them.
+export const StrategyStates = {
+    Stopped: 'stopped',
+    Starting: 'starting',
+    Started: 'started',
+    Stopping: 'stopping',
+};
+const SPARK_WIDTH = 140;
+const SPARK_HEIGHT = 26;
+export class StrategiesWidget {
+    static create(hostEl, state, deps) {
+        const host = assertHost(deps?.host, 'StrategiesWidget');
+        const root = StrategiesWidget._buildRoot(host);
+        root.id = makePanelId(StrategiesWidget.TYPE);
+        hostEl.appendChild(root);
+        return new StrategiesWidget(root, state || {}, deps);
+    }
+    static _buildRoot(host) {
+        const title = host.t('Strategies');
+        return makePanelRoot('strategies-panel', title, [
+            makeElement('div', 'panel-header', {}, [
+                makeElement('span', '', {}, [title]),
+                makeIconButton('bt-icon-btn bt-icon-cancel panel-close-btn', host.t('ClosePanel'), 'bi-x', { type: 'button' }),
+            ]),
+            makeElement('div', 'panel-body panel-body-with-rail', {}, [
+                makeElement('div', 'panel-body-content', {}, [
+                    makeElement('table', 'terminal-table strategies-table', { role: 'table', 'aria-label': host.t('StrategiesList') }, [
+                        makeElement('thead', '', {}, []),
+                        makeElement('tbody', 'strategies-body', {}, []),
+                    ]),
+                ]),
+                makeElement('div', 'panel-rail', { role: 'toolbar', 'aria-label': host.t('StrategiesActions') }, [
+                    makeIconButton('bt-icon-btn panel-export-btn', host.t('ExportToExcel'), 'bi-file-earmark-spreadsheet', {}),
+                ]),
+            ]),
+        ]);
+    }
+    constructor(rootEl, _state, deps) {
+        this._host = assertHost(deps?.host, 'StrategiesWidget');
+        this._deps = deps;
+        this.rootEl = rootEl;
+        this.el = this.rootEl.querySelector('.strategies-body');
+        this._closeBtn = this.rootEl.querySelector('.panel-close-btn');
+        this._exportBtn = this.rootEl.querySelector('.panel-export-btn');
+        this._rows = [];
+        this._closeBtn?.addEventListener('click', (e) => { e.preventDefault(); this._host.close(); });
+        this._exportBtn?.addEventListener('click', (e) => { e.preventDefault(); this._export(); });
+        const head = this.rootEl.querySelector('.strategies-table thead');
+        this._grid = head && this.el
+            ? new DataGrid({
+                head: head,
+                body: this.el,
+                columns: this._columns(),
+                // By name: a dashboard is a list someone reads down looking for one strategy,
+                // and a list that reorders itself as P&L moves cannot be read that way.
+                defaultSort: { col: 'name', dir: 'asc' },
+                rowKey: (s) => String(s.id),
+                emptyText: this._host.t('NoStrategies'),
+                rowClass: (s) => `strategy-row strategy-${s.state}${s.error ? ' strategy-failed' : ''}`,
+                contextMenu: makeGridMenu(this._host),
+                selection: 'multi',
+            })
+            : null;
+        this._host.register(this);
+    }
+    dispose() {
+        this._grid?.destroy();
+        this._host.unregister(this);
+        try {
+            this.rootEl.remove();
+        }
+        catch { /* already detached */ }
+    }
+    /// Show these strategies. The whole set: one that is gone from it has been removed, and
+    /// leaving its row behind would offer a Stop for something that no longer runs.
+    update(rows) {
+        this._rows = rows || [];
+        this._grid?.setRows(this._rows);
+    }
+    _export() {
+        this._grid?.download('strategies', this._host.t('Strategies'));
+    }
+    _columns() {
+        const label = (key) => this._host.t(key);
+        const presentation = this._host.presentation;
+        return [
+            {
+                key: 'state',
+                header: label('State'),
+                exportable: true,
+                value: (s) => s.state,
+                render: (s) => this._stateCell(s),
+                cellClass: (s) => `strategy-state strategy-state-${s.state}`,
+                exportValue: (s) => s.state,
+            },
+            {
+                key: 'actions',
+                header: label('Actions'),
+                headerHidden: true,
+                exportable: false,
+                cellClass: () => 'strategy-actions',
+                render: (s) => this._actionCell(s),
+            },
+            {
+                key: 'online',
+                header: label('Online'),
+                exportable: true,
+                value: (s) => (s.online ? 1 : 0),
+                render: (s) => (s.online ? '●' : '○'),
+                cellClass: (s) => (s.online ? 'strategy-online is-on' : 'strategy-online'),
+                exportValue: (s) => (s.online ? label('Yes') : label('No')),
+            },
+            {
+                key: 'tradingMode',
+                header: label('Trading'),
+                exportable: true,
+                value: (s) => s.tradingMode ?? '',
+                render: (s) => this._tradingCell(s),
+                exportValue: (s) => s.tradingMode ?? '',
+            },
+            { key: 'name', header: label('Name'), exportable: true, value: (s) => s.name },
+            { key: 'portfolio', header: label('Portfolio'), exportable: true, value: (s) => s.portfolio ?? '' },
+            { key: 'security', header: label('Sym'), exportable: true, value: (s) => s.security ?? '' },
+            {
+                key: 'position',
+                header: label('Position'),
+                exportable: true,
+                value: (s) => s.position ?? 0,
+                render: (s) => this._positionCell(s),
+                cellClass: (s) => `strategy-position ${presentation.pnlClass(s.position ?? 0)}`,
+                exportValue: (s) => s.position ?? 0,
+            },
+            { key: 'orders', header: label('OrderCount'), exportable: true, value: (s) => s.ordersCount ?? 0 },
+            { key: 'trades', header: label('NumOfTrades'), exportable: true, value: (s) => s.tradesCount ?? 0 },
+            {
+                key: 'pnlChange',
+                header: label('PnLChange'),
+                exportable: true,
+                value: (s) => s.pnlChange ?? 0,
+                render: (s) => `${direction(s.pnlChange ?? 0)} ${formatPnl(s.pnlChange ?? 0)}`,
+                cellClass: (s) => presentation.pnlClass(s.pnlChange ?? 0),
+                exportValue: (s) => s.pnlChange ?? 0,
+            },
+            {
+                key: 'pnlChart',
+                header: label('PnLChart'),
+                exportable: false,
+                cellClass: () => 'strategy-spark',
+                render: (s) => this._sparkline(s),
+            },
+            {
+                key: 'realized',
+                header: label('RealizedProfit'),
+                exportable: true,
+                value: (s) => s.realized ?? 0,
+                render: (s) => formatPnl(s.realized ?? 0),
+                cellClass: (s) => presentation.pnlClass(s.realized ?? 0),
+                exportValue: (s) => s.realized ?? 0,
+            },
+            {
+                key: 'unrealized',
+                header: label('UnrealizedProfit'),
+                exportable: true,
+                value: (s) => s.unrealized ?? 0,
+                render: (s) => formatPnl(s.unrealized ?? 0),
+                cellClass: (s) => presentation.pnlClass(s.unrealized ?? 0),
+                exportValue: (s) => s.unrealized ?? 0,
+            },
+            {
+                key: 'error',
+                header: label('Error'),
+                exportable: true,
+                cellClass: () => 'strategy-error',
+                value: (s) => s.error ?? '',
+            },
+        ];
+    }
+    // A dot and the state's own word. The dot is what is read across a list of twenty; the word
+    // is what tells Starting from Started, which a colour alone cannot.
+    _stateCell(row) {
+        const cell = document.createDocumentFragment();
+        const failed = row.error !== undefined && row.error !== null && String(row.error).length > 0;
+        const dot = document.createElement('span');
+        dot.className = 'strategy-dot';
+        dot.textContent = '●';
+        // The reason sits on the dot as well as on the word: the dot is what a reader looks at
+        // first, and a tooltip only the word carries is one nobody finds.
+        if (failed)
+            dot.title = String(row.error);
+        cell.appendChild(dot);
+        const text = document.createElement('span');
+        text.className = 'strategy-state-text';
+        // A run that stopped because something went wrong says so, rather than reading exactly
+        // like one the user stopped and differing only by the colour of the dot. The colour is
+        // the same statement made a second time, for a board too narrow to show the error
+        // column; the word is what a reader gets first.
+        text.textContent = failed && row.state === StrategyStates.Stopped
+            ? this._host.t('Error')
+            : stateText(this._host, row.state);
+        if (failed)
+            text.title = String(row.error);
+        cell.appendChild(text);
+        return cell;
+    }
+    // Only the buttons this host can actually carry out, and only where the state allows them.
+    // A strategy that is already running has nothing to start.
+    _actionCell(row) {
+        const cell = document.createDocumentFragment();
+        const deps = this._deps;
+        const add = (action, when, title, icon, cls) => {
+            if (action === undefined)
+                return;
+            const button = makeIconButton(`bt-icon-btn ${cls}`, title, icon, { type: 'button' });
+            if (!when)
+                button.disabled = true;
+            else
+                button.addEventListener('click', () => action.call(deps, row.id));
+            cell.appendChild(button);
+        };
+        add(deps.start, row.state === StrategyStates.Stopped, this._host.t('Start'), 'bi-play-fill', 'strategy-start-btn');
+        add(deps.stop, row.state === StrategyStates.Started, this._host.t('Stop'), 'bi-stop-fill', 'strategy-stop-btn');
+        add(deps.riskRules, true, this._host.t('RiskManagement'), 'bi-shield-exclamation', 'strategy-risk-btn');
+        add(deps.openStrategy, true, this._host.t('OpenStrategy'), 'bi-box-arrow-up-right', 'strategy-open-btn');
+        return cell;
+    }
+    // The position, and next to it the one gesture that acts on it. Flattening is only
+    // meaningful while the strategy runs and only when it holds something.
+    _positionCell(row) {
+        const position = row.position ?? 0;
+        const text = formatQty(position);
+        if (this._deps.closePosition === undefined)
+            return text;
+        const cell = document.createDocumentFragment();
+        // The figure sits in a box of a fixed least width, so the button beside it stays put
+        // when a minus sign appears or a digit is dropped. Without it the whole column shifts
+        // every time a position crosses zero.
+        const value = makeElement('span', 'strategy-position-value', {}, [text]);
+        cell.appendChild(value);
+        const button = makeIconButton('bt-icon-btn strategy-flatten-btn', this._host.t('ClosePosition'), 'bi-x-octagon', { type: 'button' });
+        if (row.state !== StrategyStates.Started || position === 0)
+            button.disabled = true;
+        else
+            button.addEventListener('click', () => this._deps.closePosition?.(row.id));
+        cell.appendChild(button);
+        return cell;
+    }
+    // The one editable cell, and only when the host can carry the change out.
+    _tradingCell(row) {
+        const modes = this._deps.tradingModes ?? [];
+        if (this._deps.setTradingMode === undefined || modes.length === 0)
+            return row.tradingMode ?? '';
+        const select = document.createElement('select');
+        select.className = 'form-control form-control-sm strategy-mode';
+        // Only on a stopped run, the way start is only on a stopped one and stop only on a
+        // started one: the mode is what the run will be started with, not a lever to pull while
+        // it is trading.
+        select.disabled = row.state !== StrategyStates.Stopped;
+        for (const mode of modes) {
+            const option = document.createElement('option');
+            option.value = mode;
+            option.textContent = this._host.t(mode);
+            if (mode === row.tradingMode)
+                option.selected = true;
+            select.appendChild(option);
+        }
+        if (!select.disabled)
+            select.addEventListener('change', () => this._deps.setTradingMode?.(row.id, select.value));
+        return select;
+    }
+    // The run's own curve, at the size a cell has. Coloured by where it ended, which is the
+    // whole reason a glance at the column tells one strategy from another.
+    _sparkline(row) {
+        const box = { width: SPARK_WIDTH, height: SPARK_HEIGHT, padX: 1, padY: 2 };
+        const curve = pnlCurve(row.pnl ?? [], box);
+        if (curve === null)
+            return '';
+        const canvas = document.createElement('canvas');
+        canvas.className = 'strategy-spark-canvas';
+        // Two sizes, and they are not the same one. The backing store is in device pixels, so
+        // a curve on a 2x screen is drawn at 2x; the CSS box stays the size the column has.
+        // Sized only in CSS pixels, as this was, every stroke lands on half the pixels it
+        // should and the whole sparkline reads as a smudge.
+        const ratio = typeof window === 'undefined' ? 1 : (window.devicePixelRatio || 1);
+        canvas.width = Math.round(box.width * ratio);
+        canvas.height = Math.round(box.height * ratio);
+        canvas.style.width = `${box.width}px`;
+        canvas.style.height = `${box.height}px`;
+        const ctx = canvas.getContext('2d');
+        if (ctx !== null) {
+            const palette = this._host.presentation.canvasPalette();
+            const scaled = { width: canvas.width, height: canvas.height, padX: box.padX * ratio, padY: box.padY * ratio };
+            drawPnlCurve(ctx, pnlCurve(row.pnl ?? [], scaled) ?? curve, scaled, {
+                up: palette.up,
+                down: palette.down,
+                baseline: palette.grid,
+                lineWidth: 1.5 * ratio,
+                fillOpacity: 0.35,
+            });
+        }
+        return canvas;
+    }
+}
+StrategiesWidget.TYPE = ControlTypes.Strategies;
+/// What a state is called here.
+///
+/// Each key is a literal at the point it is asked for, rather than one value picked and then
+/// translated: `translation-keys.json` is generated by scanning the sources for exactly that
+/// shape, so a key assembled from a value never reaches the list, no host learns to translate
+/// it, and it arrives at the user as itself.
+function stateText(host, state) {
+    switch (state) {
+        case StrategyStates.Started: return host.t('Started');
+        case StrategyStates.Starting: return host.t('Starting');
+        case StrategyStates.Stopping: return host.t('Stopping');
+        default: return host.t('Stopped');
+    }
+}
+/// Which way a figure moved, as one character. Blank for no change: an arrow that always points
+/// somewhere says a strategy is moving when it is not.
+function direction(value) {
+    if (value > 0)
+        return '▲';
+    if (value < 0)
+        return '▼';
+    return '';
+}
+//# sourceMappingURL=strategies-widget.js.map

package/dist/esm/strategies-widget.js.map

@@ -0,0 +1 @@
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